Exelon Corporation
US ˙ NasdaqGS ˙ US30161N1019

SecurityEXC / Exelon Corporation
InstitutionPrinciple Wealth Partners Llc
Latest Disclosed Ownership51,410 shares
Latest Disclosed Value $ 2,520,118
Principle Wealth Partners Llc reports 0.15% increase in ownership of EXC / Exelon Corporation

On May 7, 2026 - Principle Wealth Partners Llc filed a 13F-HR form disclosing ownership of 51,410 shares of Exelon Corporation (US:EXC) valued at $2,520,118 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 6, 2026 disclosing 51,335 shares of Exelon Corporation. This represents a change in shares of 0.15% during the quarter. The current value of the position is $2,317,563 USD.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-07 2026-03-31 13F EXELON COM 30161N101 51,410 75 0.15 2,520 12.65 0.1440
2026-02-06 2025-12-31 13F EXELON COM 30161N101 51,335 200 0.39 2,238 -2.78 0.1259
2025-11-03 2025-09-30 13F EXELON COM 30161N101 51,135 130 0.25 2,302 3.93 0.1336
2025-07-30 2025-06-30 13F EXELON COM 30161N101 51,005 0 0.00 2,215 -5.79 0.1383
2025-05-06 2025-03-31 13F EXELON COM 30161N101 51,005 1,725 3.50 2,350 26.75 0.1680
2025-01-29 2024-12-31 13F EXELON COM 30161N101 49,280 -8,550 -14.78 1,855 -20.94 0.1302
2024-11-13 2024-09-30 13F EXELON COM 30161N101 57,830 6,675 13.05 2,345 32.49 0.1661
2024-08-13 2024-06-30 13F EXELON COM 30161N101 51,155 1,185 2.37 1,770 -5.70 0.1348
2024-04-23 2024-03-31 13F/A-1 EXELON COM 30161N101 49,970 4,315 9.45 1,877 14.52 0.1466
2024-04-23 2024-03-31 13F EXELON COM 30161N101 49,970 4,315 1,877 0.1466
2024-02-05 2023-12-31 13F EXELON COM 30161N101 45,655 45,655 1,639 0.1411
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.